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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Admin and Configuration | 12% | - Mobile Configuration - Consumer Goods Cloud Data Model - User Setup and Permissions - Reports and Dashboards |
| Topic 2: Visit Planning and Execution Configuration | 15% | - Configuration of Visit Plans and Visit Plan Targets - Configuration of Photo Capture and Survey - Configuration of Promotion Checks and Promotion Details - Configuration of Inventory Checks and Product Listings - Configuration of Order Capture and Order Submission - Configuration of Visit Tasks and Task Types |
| Topic 3: Visit Execution | 23% | - Promotion Check and Promotion Details - Order Capture and Order Submission - Inventory Check and Product Listing - Visit Tasks and Task Types - Visit Execution Process - Photo Capture and Survey |
| Topic 4: Visit Planning | 23% | - Territory Management - Visit Schedule and Frequency - Visit Plan and Visit Plan Targets - Visit Planning Process |
| Topic 5: Store Execution | 15% | - Store Survey and Feedback - Assortment Monitoring - Store Execution Process - Planogram Compliance |
| Topic 6: Store Execution Configuration | 12% | - Configuration of Store Survey and Feedback - Configuration of Store Execution Process - Configuration of Assortment Monitoring - Configuration of Planogram Compliance |
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NEW QUESTION # 23
Which three standard components are available for Assessment Task record pages when configuring Consumer Goods Cloud app screens?
Answer: C,D,E
Explanation:
These components provide comprehensive information about promotions and inventory, vital for effective retail execution.
NEW QUESTION # 24
What standard CG object is used in CG cloud to record information about a specific retail store within a given Retailer?
Answer: C
Explanation:
The Retail Store object represents an individual physical outlet within a retailer ' s organizational structure.
Salesforce deliberately separates the customer organization represented by Account from the physical selling locations where field representatives execute retail activities.
The Account object stores information about the retailer, distributor, wholesaler, or other customer organization, while Retail Store stores information about each physical store. Salesforce identifies Retail Store as the location where products are stored and sold.
A retailer can therefore have one Account associated with multiple Retail Store records. Each store can maintain its own operational characteristics, including location, delivery method, recommended visit frequency, store type, products, in-store locations, visits, orders, and other Retail Execution data. Retail Stores can also be organized into Retail Store Groups when multiple outlets share characteristics such as format, geographic area, size, or membership in a retail chain.
Assortments serve a different function: they define collections of products eligible or targeted for sale. They do not represent physical retail outlets. Therefore, Retail Store is the standard Consumer Goods object used to model each specific store operated within a retailer.
Study Guide Topics:Data Setup - > Account - > Retail Store - > Retail Store Group - > Retail Hierarchy
NEW QUESTION # 25
Which two standard fields on the Retail Store KPI object are required when doing an inventory check?
Answer: B,D
Explanation:
An Inventory Check requires the Retail Store KPI to identify the applicable Retail Store Group and Assessment Indicator Definition. These fields establish where the measurement applies and exactly what the field representative must measure.
The Retail Store Group is fundamental because Salesforce defines Retail Store KPIs at the store-group level rather than directly at an individual store level. The group connects the KPI configuration to the Retail Stores that inherit and use the target during field execution.
The Assessment Indicator Definition identifies the metric to be captured-for example, stock quantity, availability, damaged-product count, or another inventory-related measurement. Salesforce ' s Inventory Check prerequisites explicitly require the Retail Store Group and an Assessment Indicator Definition for the applicable product or product category and In-Store Location Category.
Custom Context is associated with custom-task configurations and should remain empty for a standard Inventory Check. Inventory Count is not the configuration field that establishes the Retail Store KPI relationship. KPI Type can categorize the business meaning of an indicator, but the core Inventory Check configuration depends on the Retail Store Group and Assessment Indicator Definition.
Together, these records enable Salesforce to generate the corresponding Retail Visit KPIs when the Inventory Check is instantiated for a Visit.
Study Guide Topics:Data Setup - > Retail Store KPI - > Inventory Check - > Retail Store Group - > Assessment Indicator Definition
NEW QUESTION # 26
Which are the two primary use cases for performing an in-store survey?
Answer: C,D
Explanation:
In-Store Surveys are primarily designed to capture qualitative feedback from people associated with the retail location and to gather information about operational topics such as promotions, inventory requirements, and product quality.
Salesforce explicitly defines the In-Store Survey capability as a method for gathering feedback from store staff and customers about promotions, inventory needs, and product-quality conditions. The survey is executed as part of a Visit and can be incorporated into an Action Plan Template through an Assessment Task Definition of type In-Store Survey.
This model allows consumer goods organizations to collect information that is difficult to derive from purely transactional records. For example, store personnel can provide feedback about product availability, promotional effectiveness, packaging issues, shopper reactions, or changing inventory requirements. Surveys can also capture consumer or shopper opinions about products or promotional activities.
Inventory reconciliation is handled through inventory-management and Inventory Check processes rather than primarily through surveys. Point-of-sale information is normally imported or integrated as structured sales data for analytics rather than collected manually through an In-Store Survey.
Study Guide Topics:Visit Execution - > In-Store Survey - > Customer Feedback - > Promotions - > Inventory Requirements - > Product Quality
NEW QUESTION # 27
Which step is required to link an Action Plan to a Visit record?
Answer: C
Explanation:
The Action Plan Template must use Visit as the Target Object and must be published before it can be used to generate an Action Plan for a retail visit.
Salesforce defines the Action Plan Template as a reusable framework for activities that remain consistent across multiple visits. During template creation, the administrator specifies Visit as the Target Object and configures the required Action Plan Type. Assessment tasks, flows, delivery-related activities, or other supported work items are then added before the template is published.
Publishing is an essential lifecycle step because Salesforce permits only published templates to be used when associating an Action Plan with a Visit. To create the association, the user opens the Visit, navigates to the Action Plan related section, selects New Plan, and chooses the required published template. Salesforce displays the tasks defined by the template and creates the Visit-specific Action Plan after the configuration is saved.
The process therefore does not depend on activating the Visit or separately activating an Action Plan. The key configuration is ensuring that the reusable template is explicitly designed for Visit records and has been published for use.
Study Guide Topics:Visit Planning - > Action Plan Template - > Visit Target Object - > Publish Template - > Action Plan Association
NEW QUESTION # 28
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